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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-27 |
| TX | RA | APPROVED_RES | 2025-03-20 |
Branch Locations
2345 Washington St Ste 101, Newton Lower Falls, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Hingham | MA | 08/2015 | 03/2025 |
| Raymond James Financial Services Inc. | Newton Lower Falls | MA | 03/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Newton Lower Falls | MA | 03/2025 | Present |
Name of Business: North Atlantic Investment Partners, llc. Address: 2345 Washington St Ste 101, Newton Lower Falls MA 02462 Activity Type: Support Company - Owner/Non-Owner Position/Title: Other Investment Related: No Start Date: 3/2025 HPM: 0-1 HPM trade hours: 0-1 Duties: Branch/ RJ premise
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-28 |
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